Astra横空出世点燃AGI狂潮 RSI重塑AI训练范式 英伟达(NVDA.US)增长神话未完待续

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【Astra横空出世点燃AGI狂潮 RSI重塑AI训练范式 英伟达(NVDA.US)增长神话未完待续】英伟达(NVDA.US)股价新一轮强劲上涨催化,正在同时获得盈利增长、模型能力突破、下一代训练集群、掌控开发者生态和长期算力订单的共同强力支撑。此前公布的业绩显示,英伟达2027财年第二季度营收达962亿美元,同比增长106%;数据中心营收业务营收更是达890亿美元,同比增长117%;调整后每股收益2.22美元,同比增长120%。第三季度营收指引为1080亿美元、上下浮动2%,这一指引中值意味着将较第二季度强劲基数再增长约12.3%,并且管理层还将2028财年约70%的营收增长展望明确界定为“受供应约束的展望”。

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